Weaver Consulting Group is Huntington Beach-based family-run business. Jason M. Weaver is the managing partner of the firm. He gives unbiased and personalized advice. Travis J. Weaver and Hunter A. Peterson is a financial planner of the firm. Jason M. Weaver and Travis J. Weaver are Chartered Retirement Planning Counselors and Accredited Asset Management Specialists. Their advisors have 20 years of experience creating customized solutions for every kind of retirement dream. They individualize every relationship to create a community of confident, informed, and inspired retirees. The team treats their staff and clients like their own extended family members. Weaver Consulting Group serves hard-working individuals and their families who are planning or currently transitioning from work to retirement. As an independent firm, they specialize in transitioning from wealth accumulation to capital preservation and retirement income replacement.
UNIQUE FACTS:
• 20 Years of Experience
• Free Consultation
• Dial-In Information.
Best Financial Services in Huntington Beach
Handpicked Top 3 Financial Services in Huntington Beach, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
WEAVER CONSULTING GROUP REVIEWS
5 stars for the Weaver Consulting group. I am a complete novice when it comes to investing, retirement planning, 401k everything. My husband and I recently purchased our first home and had our first child. We were overwhelmed with money management, protecting our assets, and preparing for the future. The overwhelmed feeling quickly went away when I met with Jessica and Hunter. They are so friendly, personable, and kind. They sat me down and organized my finances in a system that allowed me to see everything on one screen. They helped me setup my 401k, 529, life insurance, and reviewed investments with me. They broke everything down in simple terms and really took time to make sure I understood everything we were working on. I felt like their family that they were trying to protect and that really doesn’t happen often if at all in business especially the financial industry. Really loved my experience here and thankful I found them to help my family! 5/5 would recommend to work with them.
I've known Travis for over 8 years now and wouldn't trust anyone else with my financials. Funny enough, I've actually never had investments with him since I've had a struggling business for the last five or so. That never stopped Travis from giving me some free consulting here and there to help me out. I really appreciate you and your group, thanks guys!
Weaver Consulting and Jason in particular have been our investment managers for over a decade. We've recommended them to countless friends and family and everyone has been more than happy with their service. They're responsive, accommodating, do a great job of adjusting to your needs and explaining investments. And most importantly, they handle your investments intelligently and get good returns. Highly recommend.
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Phil Gironda is a financial advisor at Edward Jones in Huntington Beach, California. He completed his Bachelor's degree at Loyola Marymount University and Master of Science law at Northrop University. He began his practice almost 20 years ago to assist clients and achieve their financial goals. He encourages input from his clients' attorneys, CPAs, and other professionals. He augments all discussions with the considerable resources available through Edward Jones and its professional partner associations. The service delivered from within his branch office is confidential and tailored to his client's goals. Edward Jones believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education and be a tax-smart investor.
UNIQUE FACTS:
• 20 Years of Experience
• Free Call Consultation.
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Working Hours:
Sat & Sun: Closed
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PHIL GIRONDA - EDWARD JONES REVIEWS
A friend recommended Phil Gironda to me and I am so grateful to her! Before I even signed on with him he gave me a tutorial on investment and spent 2hrs. explaining my investment possibilities so that I would understand what I was doing. I was blown away! Thank you Phil for all your help. I highly recommend him to anyone who is looking for a good and trustworthy financial advisor.
Phil has been helping me for over a decade and he has been fantastic at offering various financial strategies that work for my portfolio. Carmen is top-notch at always supporting my financial needs and requests. I highly recommend Phil and Carmen.
Phil and Carmen are exceptional to work with. Phil is not just a portfolio manager, he truly cares about his clients and their well being no matter they're worth. I highly recommend them.
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Trilogy Financial Services, Inc. helps Americans navigate financial challenges and specializes in all areas of financial planning. Jeff Motske is the president and CEO of Trilogy Financial Services, Inc. He has been in the field for over 30 years. He uses his proven coaching strategies to help clients and strives for their most important financial goals through behavior modification and sound planning. The team includes seven professionals Senior Vice Presidents of Wealth Management, Wealth Advisors, and Operations Manager. Their experienced and forward-thinking advisors keep up to date with the latest financial trends, using state-of-the-art technology to provide every client with major expertise and personalized service and care. They take pride in giving unbiased, objective guidance and assisting their clients in helping them achieve their most worthwhile financial plans from generation to generation.
UNIQUE FACTS:
• 24 Years of Experience
• Privately Owned
• Initiative Ideas
• Free Call Consultation.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TRILOGY FINANCIAL SERVICES, INC. REVIEWS
Worked with trilogy for many years and they have been very competent as financial advisors. Our financial advisor, Nathan, has spent a lot of time with us getting us ready for retirement. Even though retirement is many years away, we feel very comfortable that we will have the financial resources necessary to enjoy our retirement days.
Thoroughly enjoyed our experience thus far over the last two years with Nathan and the Trilogy team. They are always available if we have any questions whatsoever and really take the time to listen to your needs and build the best plan for you and your family no matter the scenario.
Mike and his team take a uniquely strategic approach to wealth planning and truly care about outcomes for their clients. I strongly recommend Trilogy for financial guidance!
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